Visualize Live Greenhouse Data in Tableau

Tableau is a visual analytics platform transforming the way businesses use data to solve problems. When paired with the CData Tableau Connector for Greenhouse, you can easily get access to live Greenhouse data within Tableau. This article shows how to connect to Greenhouse in Tableau and build a simple chart.

The CData Tableau Connectors enable high-speed access to live Greenhouse data in Tableau. Once you install the connector, you simply authenticate with Greenhouse and you can immediately start building responsive, dynamic visualizations and dashboards. By surfacing Greenhouse data using native Tableau data types and handling complex filters, aggregations, & other operations automatically, CData Tableau Connectors grant seamless access to Greenhouse data.

NOTE: The CData Tableau Connectors require Tableau 2020.3 or higher. If you are using an older version of Tableau, you will need to use the CData Tableau Connector for Greenhouse. If you wish to connect to Greenhouse data in Tableau Cloud, you will need to use CData Connect.

Connect to Greenhouse in Tableau

Open Tableau and click More under Connect -> To a Server. Select "Greenhouse by CData," then configure the connection and click "Sign In."

You need an API key to connect to Greenhouse. To create an API key, follow the steps below:

1. Click the Configure icon in the navigation bar and locate Dev Center on the left.
2. Select API Credential Management.
3. Click Create New API Key.
• Set "API Type" to Harvest.
• Set "Partner" to custom.
• Optionally, provide a description.
4. Proceed to Manage permissions and select the appropriate permissions based on the resources you want to access through the driver.
5. Copy the created key and set APIKey to that value.

Discover Schemas and Query Data

1. Select CData from the Database pull-down menu.
2. Select Greenhouse from the Schema pull-down menu.
3. Drag the tables and views you wish to visualize onto the join area. You can include multiple tables.
4. Select Update Now or Automatically Update. Update Now lets you preview the first 10,000 rows of the data source (or enter the number of rows you want to see in the Rows text box). Automatically Update automatically reflects the changes in the preview area.
5. Click the tab for your worksheet. Columns are listed as Dimensions and Measures, depending on the data type. The CData Tableau Connector discovers data types automatically, allowing you to leverage the powerful data processing and visualization features of Tableau.
6. Drag a field from the Dimensions or Measures area to Rows or Columns. Tableau creates column or row headers.
7. Select one of the chart types from the Show Me tab. Tableau displays the chart type that you selected.

Using the CData Tableau Connector for Greenhouse with Tableau, you can easily create robust visualizations and reports on Greenhouse data. Download a free, 30-day trial and get started today.